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Overview:

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You can also set up multiple sequences for a schedule. The Sequence # field manages which rule applies if multiple rules match the transaction. For example, if you want to mark up all transactions to Cost Type E 20%, and all transactions against task “TUNEUP” 25%, a transaction could have both of those conditions. In that case, PENTA applies the rule with the lower sequence number


Benefits:

  • Useful for creating rules and guidelines for work orders with inventory that are being invoiced 
  • Create specific markup percentages or minimum unit prices to be used on inventory being invoiced
  • The ability to copy one schedule from another 

Roles:

  • Service Management Setup Manager

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  • Service Management > Invoicing > Setup > Pricing Schedules > Inventory Pricing Schedule

Video:

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urlhttps://vimeo.com/manage/videos/339427181/74fbbf329e